Jonathan Zulauf
Jonathan Zulauf is a registered investment advisor at LPL Financial LLC, based in Itasca, IL, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
333 Pierce Road, Suite 405, Itasca, IL, 60143
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2005Other Business ActivitiesSells Insurance
Jonathan is a notary public, involved with Strategic Investment Partners LLC for office expenses, and uses Zulauf Financial Services for tax purposes. He also coaches at Tom Izzo's basketball camp, sells non-variable insurance through Time Financial, acts as a servicing agent for his own health insurance plan, and uses Zulauf Financial Services as a DBA for his LPL business, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Olde Discount CorporationBroker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.